Commercial Banking Team Assistant, One Year Industrial Placement

This is a one year Industrial Placement starting on 1st September 2025. To be eligible for this programme you **must**be currently studying at University and undertaking a one year industrial placement as part of your course. You must be returning to University in September 2026.

**Application Process**

**Role**

The industrial placement will primarily focus on providing proactive support to Directors and Senior Bankers in the Commercial Banking Professionals, trading and Real Estate Finance team. They will support the team with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals and support the growth aspirations of the commercial banking media team via Know Your Customer (KYC).
- To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules._

**Client service and Sales support**
- Provide support to the Banker and team as a point of contact and accountability for clients in respect to their day-to-day banking
- Supporting the team in developing, growing, and retaining the portfolio of commercial clients, ensuring a quality of service is provided at all times
- Support in analysing client book to identify target clients’ needs and attending client meetings to establish strong working relationships
- Support in managing account maintenance procedures - including account opening and account closures
- Develop an understanding of facility letters, and completion of lending transactions on the Bank’s loan administration and banking system
- Provide support and awareness in the monitoring, preparation of annual client reviews - maintaining client files in the process
- Develop an understanding of monitoring, reviewing and the preparation of drawdown recommendations in development loans following a review of Independent Monitoring Surveyor reports
- Supporting Banker and Commercial Banking Executives in collating loan packs for drawdowns and credit approval

**General Administration**
- Conducting client communications
- Preparing account opening forms
- Responsible for keeping client records updated
- Instigating and maintaining client files

**Compliance/ Risk**
- Complete compliance regulatory training (as required), adhering to both legal and regulatory requirements
- Ensuring money laundering/Know Your Customer procedures are implemented correctly and accurately
- Assist Banker in the completion of KYC reviews and submission to compliance
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

**Key Interfaces**
- Support Commercial Banking Executives
- Maintain excellent relationships with the wider Bank

**Person Specification**

**Knowledge / Experience**
- Ability to provide a high level of client service and keeping the client at the heart of everything we do at all times
- Working towards acquiring knowledge of regulatory requirements covering money laundering and criminal activity
- Ability to develop a network both internally and externally to mutually benefit the team and the Bank
- Ability to work under pressure, deal with a heavy workload and meet stretching deadlines

**Skills / Qualifications**
- A good understanding of Microsoft Office
- Training will be provided where appropriate
- Multi-tasking capability

**Competencies**
- Working proactively
- Performance Focused
- Communications and Confidence
- Influencing Others
- Client Focused
- Team Working